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Invesco Qqq Trust Series 1 shares owned by Lutz Financial Services

Quarter-by-quarter ownership of Invesco Qqq Trust Series 1 (QQQ) shares owned by Lutz Financial Services from 13F filings

Historical chart of Lutz Financial Services investment in Invesco Qqq Trust Series 1

Tip: Access up to 7 years of quarterly data

All positions including Invesco Qqq Trust Series 1 held by Lutz Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Invesco Qqq Trust Series 1 by Lutz Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $324k 539 600.37
2025-06-30 $297k 539 551.64
2025-03-31 $253k 539 468.92
2024-12-31 $276k 539 511.23
2020-03-31 $476k 2.5k 190.55

More positions owned by Lutz Financial Services

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Spdr Series Trust S&p 400 Mdcp Val (MDYV)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Schwab Strategic Tr Us Tips Etf (SCHP)
Ishares Tr Mbs Etf (MBB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr National Mun Etf (MUB)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Dimensional Etf Trust Intl Core Equity (DFIC)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for Lutz Financial Services

Top funds holding Invesco Qqq Trust Series 1

Citadel Advisors
Susquehanna International
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Barclays
Goldman Sachs Group
Alkeon Capital Management
Wells Fargo & Company
Wolverine Trading
Morgan Stanley
UBS Group
Rokos Capital Management
Belvedere Trading
Millennium Management
Royal Bank of Canada

View all funds holding Invesco Qqq Trust Series 1